efile

[stupidstupid1]

Turbo tax REFUSED to efile my return.  I have spent 3 days trying everything, nothing worked.  I finally had to removed some details so it would file.  There is definitely some programing errors in HSA.  This is very frustrating.

[BillM223]

What do you think is wrong with the HSA section? I don't know of anything that would block you from e-filing.

[stupidstupid1]

I'm helping grandson with his taxes, he can still be claimed on his mother's return.  His employer paid $165 to an HSA account.  It repeatedly, unendingly, asks if it was a self only or family or none.  None of the three options will let it progress.  I have filled in the none column (with is only medicare so I understand, but was desperate), self column was checked at least 6 times, it keeps going from month to month with an error, If I checked family, it was the same - a constant eternal loop of errors.  After three days I finally removed the HSA contribution, which will probably get me in trouble with the IRS, but it did efile then.  This probably is a programming bug.

[PattiF]

No, it is not a bug with TurboTax. IRS regulations say that a dependent can not qualify for an HSA.

From the IRS Publication 969:

Qualifying for an HSA Contribution

To be an eligible individual and qualify for an HSA contribution, you must meet the following requirements.

• You are covered under a high deductible health plan (HDHP), described later, on the first day of the month.
• You have no other health coverage except what is permitted under Other health coverage, later.
• You aren’t enrolled in Medicare.
• You can’t be claimed as a dependent on someone else’s 2022 tax return.

@stupidstupid1